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Freelance Financial Advisor Jobs (NOW HIRING)

Beech Valley Solutions

Remote Tax Senior - Contract

$65 - $75/hr

... freelance consulting opportunities. We've curated a network of cutting-edge clients embracing the ... We seek qualified accounting and finance professionals to connect with clients needing your ...

Vested

Director of Content Strategy

Serve as the internal authority on content strategy, advising practice areas and account teams on ... fractional and freelance copywriters with expertise across financial services content types ...

Beech Valley Solutions

Remote Tax Reviewer - Contract

$70 - $80/hr

... freelance consulting opportunities. We've curated a network of cutting-edge clients embracing the ... We seek qualified accounting and finance professionals to connect with clients needing your ...

Publicis Groupe Holdings B.V

Account Director

Manhattan, NY · On-site

$46.13 - $72.59/hr

Our DNA? Data, creativity and tech. Overview Le Pub is looking for a proven Freelance Account ... Account team leader/senior client advisor * Project management expert * Experience in a supervisory ...

Vestwell

Senior Brand Designer

New York, NY · On-site

Vestwell's platform serves a diverse clientele, including financial advisers, employers, third ... Coordinate with external vendors and freelancers on timelines and deliverables Requirements The ...

Vestwell

Senior Brand Designer

New York, NY

Vestwell's platform serves a diverse clientele, including financial advisers, employers, third ... Coordinate with external vendors and freelancers on timelines and deliverables Requirements The ...

Beech Valley Solutions

Remote Tax Manager - Contract

$75 - $85/hr

... freelance consulting opportunities. We've curated a network of cutting-edge clients embracing the ... We seek qualified accounting and finance professionals to connect with clients needing your ...

Solomon Page

Business Affairs Consultant

Burbank, CA · On-site

$170 - $177/hr

Partner with Creative, Production, Finance, Marketing, Communications, and Legal stakeholders on ... Review production budgets and advise on production-related issues. * Communicate key deal terms and ...

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Freelance Financial Advisor information

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How much do freelance financial advisor jobs pay per year?

As of Aug 8, 2026, the average yearly pay for freelance financial advisor in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

How much do freelance financial advisors make?

Freelance financial advisors typically earn between $50,000 and $150,000 annually, depending on experience, client base, and the scope of services offered. Income can vary widely based on factors such as certifications, reputation, and the number of clients served, with many working independently or through consulting firms.

Can you freelance as a freelance financial advisor?

Yes, a freelance financial advisor can work independently, offering financial planning and investment advice to clients on a contract basis. They typically need relevant certifications such as the CFP and must comply with industry regulations, often working remotely or on a flexible schedule.

What are some common challenges faced by freelance financial advisors?

Freelance Financial Advisors often face the challenges of building and maintaining a steady client base, managing their own business operations, and staying up-to-date with changing financial regulations. Unlike in a traditional firm setting, freelancers must handle marketing, client acquisition, and administrative tasks independently. Developing strong self-discipline and time management strategies is crucial, as the role may involve balancing multiple client portfolios and deadlines. However, overcoming these challenges can lead to greater autonomy, flexible working hours, and the ability to shape your own career growth.

What is a freelance financial advisor?

A Freelance Financial Advisor is a self-employed professional who provides financial guidance to clients on investments, retirement planning, budgeting, and wealth management. Unlike advisors working for firms, freelancers operate independently, setting their own fees and schedules. They may work with individuals or businesses, offering tailored financial strategies. This role requires strong financial knowledge, certifications (such as CFP or CFA), and the ability to build client relationships. Freelance advisors must also handle their own marketing, compliance, and administrative tasks.

What are the key skills and qualifications needed to thrive as a freelance financial advisor?

To thrive as a Freelance Financial Advisor, you need a solid understanding of financial planning, investment strategies, and risk management, often supported by a relevant degree and certifications such as CFP or CFA. Familiarity with financial planning software, portfolio management tools, and compliance systems is typically required in this role. Excellent interpersonal skills, self-motivation, and strong networking abilities help build and maintain a client base. These competencies are essential for establishing client trust, delivering tailored advice, and running a successful independent practice.

More about Freelance Financial Advisor jobs
What cities are hiring for Freelance Financial Advisor jobs? Cities with the most Freelance Financial Advisor job openings:
What are the most commonly searched types of Financial Advisor jobs? The most popular types of Financial Advisor jobs are:
What states have the most Freelance Financial Advisor jobs? States with the most job openings for Freelance Financial Advisor jobs include:
What job categories do people searching Freelance Financial Advisor jobs look for? The top searched job categories for Freelance Financial Advisor jobs are:
Freelance Financial Advisor jobs near you
Infographic showing various Freelance Financial Advisor job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Remote Tax Senior - Contract

Beech Valley Solutions

Remote

$65 - $75/hr

Contractor

Re-posted 13 days ago

Job description

About Beech Valley:
Beech Valley is a technology-based staffing firm that connects top-tier public accountants to highly sought-after freelance consulting opportunities. We've curated a network of cutting-edge clients embracing the gig economy.
With project opportunities delivered to your inbox, we help to build your client list. We seek qualified accounting and finance professionals to connect with clients needing your expertise across the country. These opportunities are remote, career-building projects that match interests, industries, and experience levels.
Role Description
We have a variety of remote tax projects with clients across the US; these clients consist of CPA firms looking for fully-remote project assistance throughout busy seasons as well as special projects year-round. Projects can be part-time or full-time and are typically 2-3 months long with the potential to extend.
We will work with you to find the perfect tax opportunities based on your availability and experience.
Skills and Qualifications:
  • Public accounting experience within the past five years (Required)
  • Bachelor's Degree or higher
  • A resident of the United States
  • Authorized to work in the United States

If you have experience within any of the following areas, we would love to speak with you!
  • Individual / Small Business tax compliance
  • Large corporate tax compliance and tax planning
  • Tax provisions
  • Tax research (federal, SALT, etc.)
  • M&A Taxes and Tax diligence
  • International Taxes
Why Beech Valley?
  • Flexibility: Accounting and finance professionals who become consultants can accept and reject projects, freeing time to travel, start their businesses, or spend more time with family.
  • Compensation: Get paid for every single hour you work.
  • Growth: Make an impression as a top advisor at sought-after companies while diversifying your technical skills on new, exciting projects and expanding your professional network.

#ATX123
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About Beech Valley Solutions

Sourced by ZipRecruiter

Beech Valley Solutions operates in the accounting industry, based in Atlanta, Georgia, U.S. Founded by former Big 4 managers, the company saw an opportunity to pair their vast network of talented accountants with companies and projects where their specialized skills might be needed. Thus, Beech Valley Solutions provides freelance consulting opportunities for experienced accountants. Its services range from performing complex financial analysis & modeling, assistance during peak busy seasons, to implementing new accounting standards. Beech Valley's core mission is to empower accountants to have fulfilling and lucrative careers while offering flexibility not found in traditional employment models. Their achievements are marked by their successful form of on-tap consulting that allows their accountants to have greater control of their professional journeys.

Industry

Accounting services

Company size

11 - 50 Employees

Headquarters location

Atlanta, GA, US

Year founded

2014

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